Richard Morgan discusses recent changes to the SECURE Act and their impact on your estate plan. Topics covered include:
- What did the SECURE Act do?
- What were the major changes to the RMD rules?
- Who qualifies as an EDB?
- What are the types of trusts for RMD purposes?
- How do I know if I need an estate plan review?
- What steps can I take to reduce any negative tax effects?
- How does the CARES Act impact things?